SUMMARY: Lending for SMSFs has been turned on its head. Does it still work as a strategy? It’s tighter, but yes. Property investment is a honey pot. It … Read More Lower LVRs put a squeeze on SMSFs

    SUMMARY: Playing it safe gave no help for returns in 2017. It was all about risk. Did you get your SMSF to beat 7.93%? Every streak must come … Read More Did your SMSF smash the average?

        SUMMARY: What’s the biggest super fund that can now be built? Around $9.3m … and here’s how that is done. Want to build the biggest super … Read More Making a mega super fund

      SUMMARY: Four strategies for SMSFs to consider immediately, now that super’s big changes have arrived. We’ve been talking about it forever, but it has finally arrived. Superannuation’s … Read More Four strategies under the new super rules

                SUMMARY: It’s not too late for transition-to-retirement pensions to be updated to tax-free account-based pensionss. Here’s how. For a year, it has felt … Read More Pension hazard ahead: Act now

      SUMMARY: Limited-recourse borrowing arrangements (LRBAs) are under fire on two fronts, as government continues to struggle with post-July super legislation. If you can believe it, with just 9 … Read More SMSFs cop it on some new angles

      SUMMARY: Time to have a proper look at the five-year catch-up provisions – and how to make the most of them. It’s been a long-time coming for … Read More Getting ready for super catch-ups

      SUMMARY: Make sure you get your salary sacrifice sorted properly in the 30 June final countdown for contributions. Timing is everything. Normally top of mind when I’m … Read More Timing is everything for June 30 contributions

    SUMMARY: Put insurance at the top of your considerations when moving super from anywhere to anywhere. Sometimes the “advice” you get from the Tax Office is the worst … Read More Don’t always listen to the ATO

                  SUMMARY: ATO clarifies rules on $1.6m pension rollbacks, and gives a pardon for death benefit errors in the past. The Tax … Read More The ATO’s last minute pensions reprieve